Destiny Wealth Partners, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Destiny Wealth Partners, LLC
- $573 Million
- Q4 2024
A detailed history of Destiny Wealth Partners, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 555,188 shares of SCHI stock, worth $12.3 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
555,188Holding current value
$12.3 Million% of portfolio
2.14%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
213Shares Held
39.4MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$181 Million4.21% of portfolio
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Envestnet Asset Management Inc7.51MShares$166 Million0.05% of portfolio
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Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$53 Million0.02% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$24.9 Million0.03% of portfolio